Investor Relations (For Institutional Investors Only)

Building on a legacy spanning more than 130 years, Security Benefit (comprised of SBL Holdings, Inc. and its subsidiaries) has established itself as one of the fastest growing and most innovative companies in the retirement space over the last decade.


Financials

Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in multiple retirement markets: overall fixed annuity sales, bank market fixed annuity sales, the K-12 education market, and overall fixed index annuity sales.

We are well prepared to honor our financial commitments as we fulfill our promise to help consumers across America To and Through Retirement®.

SBLIC Financial Strength Rating1
S&P® Global RatingsFitch RatingsA.M. BestDBRS Morningstar
A-A-A-A
(Strong)  
2/2024
(Strong)  
9/2023
(Excellent)  
1/2024
(Good)  
9/2023

All ratings pertain to Security Benefit Life Insurance Company. Ratings are assigned by independent third-party rating agencies and bear no relation to the investment performance of assets held in any of Security Benefit Life Insurance Company’s separate accounts. Rating agencies take many factors into account when assigning a financial strength or claims-paying rating to an insurer. For a more complete understanding of the reasons for the ratings assigned, please refer to the ratings assessment.

1S&P, Fitch, A.M. Best, and Morningstar DBRS credit ratings reflect their assessment of the relative ability of an insurer to meet its ongoing insurance policy and contract obligations.


Financial Information

Download Investor Relations Documents

View and download current and historical financial information in our document portal.

Investor Relations Documents


Recent Accolades for Innovation and Excellence

Since our beginning, we have been grateful recipients of numerous industry accolades and recognition. Below are just a few of our recent recognitions. 

2024

Selected 4th in Ingram's 100 Top Private Sector Companies

Security Benefit was once again honored to be named in the top 5 of Ingram’s list of Top 100 Private Sector Companies for 2024. See the complete list from Ingram's.

Ingram's Top 100 logo

2023

Named to Ward’s 50 list

Security Benefit Life Insurance Company was again named to the Ward’s 50 list for 2023. The Ward’s 50® companies rank as the top performing life-health companies based on Ward’s annual analysis of more than 700 life-health firms in the insurance industry. Security Benefit Life passed all safety and consistency screens and achieved superior performance over the past five years analyzed. Learn about Ward's 50 Companies.

Ward's logo

2023

Placed 5 in Ingram’s list of Top 100 Privately Held Companies

Security Benefit continues to be one of the largest and most successful employers in the Kansas City region, again placing in the top 5 of Ingram’s list of Top 100 Privately Held Companies for 2023. See the complete list from Ingram's.

Ingram's Top 100 logo

2021

Named as Ingram’s ‘Best Companies to Work For’ 

 Ingram’s ‘Best Companies to Work For’ in 2021

2021

Placed in Top 5 of Ingram’s list of Top 100 Privately Held Companies

 

2021

Named to Ward’s 50 list

 

2019

Named to Forbes’ Inaugural “America’s Best State Employers” List

 

2018

Named the EQDerivatives 2018 “Insurance Risk Management Team of the Year” for risk management for fixed index annuities

 

Annuities are issued by Security Benefit Life Insurance Company (SBL) in all states except New York. SBL is not licensed in and does not transact business in New York. 

SB-10016-09 | 2024/03/13